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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-02 |
| FL | RA | APPROVED | 2013-12-10 |
Branch Locations
1560 Orange Avenue Suite 650, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Winter Park | FL | 11/2013 | Present |
| Raymond James Financial Services Advisors Inc. | Winter Park | FL | 12/2013 | Present |
| Concurrent Retirement Solutions | Wintrer Park | FL | 01/2021 | 03/2023 |
| Concurrent Advisors | Winter Park | FL | 10/2018 | 03/2023 |
(1)Name of Business: Weiner Address: 447 Briarwood Dr, Winter Park, FL, 32789, United States Activity Type: Control Person Position/Title: Trustee (Acting) Investment Related: Yes Start Date: 09/21/1995 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: I am trustee of my parent's life insurance trust (2)Name of Business: Winter Park Wealth Group Address: 1560 Orange Ave Ste 650, Winter Park, FL, 32789, United States Activity Type: Support Company - Owner Position/Title: Other Investment Related: No Start Date: 11/15/2013 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Financial advisor, co-owner of the branch
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1985-02-08 |
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